Clemens Health | Adulthood transition conversation planner
Updated 2026-10-05 | (651) 354-1196

Complete with the young person and bring it to the planning team. Dates are coordination prompts, not legal or program deadlines.

Person's priorities
What do they want to keep, try or change?
Illustrative entry: Keep seeing friends and explore one new community activity.
Your notes: ________________________________________

Current and future week
Which routines will change, and what is confirmed?
Illustrative entry: Current structured afternoons may change; future activity still exploratory.
Your notes: ________________________________________

Living arrangement
What setting is expected, and what needs review?
Illustrative entry: Plans to remain with family; service option to be discussed.
Your notes: ________________________________________

Family involvement
How does the person want relatives involved?
Illustrative entry: Parent joins planning meetings; person speaks first about chosen goals.
Your notes: ________________________________________

Service question
What must the case manager explain?
Illustrative entry: Which IHS option fits the proposed goals and circumstances?
Your notes: ________________________________________

Action owner
Who will resolve each open item?
Illustrative entry: Named contact will check the activity, another will review the service plan.
Your notes: ________________________________________

Review point
When will the team compare the plan with actual changes?
Illustrative entry: Meet before the routine changes and agree a follow-up afterward.
Your notes: ________________________________________

Illustrative example
A family's draft adult schedule assumes a new community activity will occupy three afternoons. The young person likes the idea, but no arrangement is confirmed. The transition planner labels it exploratory and records what the person would prefer during those afternoons if it does not start. The case manager reviews the service questions while the family checks the activity separately. The person chooses to practice handling part of the first information call, creating a concrete learning conversation without promising an outcome.

Next step
Bring the changing weekly routine and the person's priorities to the case manager before agreeing to a new provider schedule.

This is an optional discussion worksheet, not an official assessment, authorization, service plan, or emergency plan. Keep completed copies private and share through an agreed channel.